Metadata Editor

sd 2008/10/21 14:28

Pentaho Tutorial - Metadata Editor

Table of Contents
Metadata Editor ......................................................................................................................................................................... 3 Web-based Adhoc Query and Reporting (WAQR) ............................................................................................................... 3 Resources ................................................................................................................................................................................ 3

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Pentaho Tutorial - Metadata Editor

Metadata Editor
To allow for ad-hoc reporting , you need to create a metadata layer with the Pentaho Metadata Editor. Create a JNDI connection in /simple-jndi/jdbc.properties - the JNDI name must match what is configured in the Pentaho instance. Make sure you have an associated connector for the database you are using. Right-click Connections in the left pane and choose New Collection. Point it to the JNDI connection that you established. Click Test to verify the connection. Right-click the newly created connection and choose Import Tables. Select the table(s) to import and click OK. You might want to browse the database using a tool like SQL Explorer to find the desired tables. In the left pane, right-click Business Models and select New Business Model. Give it an appropriate name in the ID field in the top-left corner. Select "Name" in the left pane and change the name string to something appropriate. This name will be visible to the end-user. Select the corresponding connection to use. A new model will be visible in the left pane. In the newly-created model, right-click Business Tables and select New Business Table. Choose a physical table and click OK. Do this for each physical table that you wish to use. To create relationships between tables: 1. Select two tables, by drawing a selection box around them or by pressing Ctrl while clicking on them. 2. Right-click one of the tables and choose Add Relationship. 3. Select the columns to connect, using the drop-down menus. The Guess Matching Fields might help, but isn't always accurate. 4. Select the appropriate Relationship. 5. Enter any other required information and click OK. 6. Arrange the tables so that their relationships can be followed easily in the future. The tables need to be added to the Business View so that they may be seen in the WAQR: 1. In the left pane, right-click Business View and select Manage Categories. 2. Add the required Business Tables to the Business View Categories, then click Close. 3. Give human-readable names to the columns in the tables by filling in the ID field in the properties. These will be visible to the end user. 4. If you want to hide a particular column from the WAQR interface, tick the box, "Hidden For the User?". You might need to click the Override button next to the option to make it selectable. Don't be afraid to experiment! The Metadata editor does not modify the underlying database(s). Once created, save the results. The Metadata Editor will store saved domains in ~/.pentaho-meta (on Linux). Now the results need to be exported to an XMI file, which should be copied to the appropriate solutions dirctory in Pentaho. At present (Pentaho 1.6), metadata files must be named metadata.xmi for Pentaho to recognise them. Refresh the Solution Repository and Reporting Metadata. You might also need to restart the Pentaho server before the change is visible in WAQR.

Web-based Adhoc Query and Reporting (WAQR)

To start to create a report, navigate to Go > New Report in the top menu of the Web interface.

Resources
Pentaho Metadata Editor Creating Reports using Adhoc Reporting

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